Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Lloyd Perry is a financial advisor with over 30 years of experience in the financial services industry. Arthur has been registered with Morgan Stanley since July 2012. Prior to that, Arthur was registered with UBS Financial Services Inc. for nearly 20 years. Arthur has a wide range of experience and holds several licenses, including the Series 7, Series 31, and Series 65 licenses. Arthur is also a registered investment advisor in Missouri and Texas. Arthur's specialties include portfolio management for individuals, businesses, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
03/19/2020 - Present
Morgan Stanley (Kansas City MO)
MO
07/06/1993 - 07/10/2012
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
NY
04/11/1988 - 07/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/15/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
06/18/1985 - 05/20/1986
B.C. CHRISTOPHER SECURITIES CO.
IA
Issued 03/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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